Institutional Ownership Vanguard Mun Bd Fds Tax Exempt (VTEB)
This table provides information about the institutional ownership of Vanguard Mun Bd Fds Tax Exempt (VTEB). We have compiled data on the 1,379 institutions that hold shares in the stock, with a total of 605 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
299,536
shares
|
$15.1 Million
0.95% of portfolio
|
Q4 2025
Added 12.58%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
297,875
shares
|
$15 Million
1.73% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
297,491
shares
|
$15 Million
0.18% of portfolio
|
Q3 2025
Added 43.07%
|
|
|
Divergent Planning, LLC
|
Jan 12, 2026 Q4 2025 |
292,191
shares
|
$14.7 Million
3.96% of portfolio
|
Q4 2025
Added 2.45%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
291,128
shares
|
$14.6 Million
2.71% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Newton One Investments LLC
|
Jan 22, 2026 Q4 2025 |
288,485
shares
|
$14.5 Million
4.32% of portfolio
|
Q4 2025
Added 2.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
284,999
shares
|
$14.3 Million
0.04% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
284,776
shares
|
$14.3 Million
1.63% of portfolio
|
Q4 2025
Added 3.72%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
283,534
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
282,588
shares
|
$14.2 Million
0.09% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
279,584
shares
|
$14.1 Million
0.48% of portfolio
|
Q3 2025
Added 449.72%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
274,443
shares
|
$13.8 Million
0.61% of portfolio
|
Q3 2025
Added 25.75%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jan 14, 2026 Q4 2025 |
274,375
shares
|
$13.8 Million
6.07% of portfolio
|
Q4 2025
Added 68.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
269,805
shares
|
$13.6 Million
0.11% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
268,307
shares
|
$13.5 Million
2.96% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
268,124
shares
|
$13.5 Million
3.01% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
267,279
shares
|
$13.4 Million
0.3% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
262,500
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2025
Added 27.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
261,447
shares
|
$13.1 Million
0.16% of portfolio
|
Q4 2025
Added 35.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
259,449
shares
|
$13 Million
0.04% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
257,097
shares
|
$12.9 Million
1.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
254,548
shares
|
$12.8 Million
0.06% of portfolio
|
Q4 2022
Added 9.43%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
254,430
shares
|
$12.8 Million
0.64% of portfolio
|
Q3 2025
Reduced 54.02%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
250,504
shares
|
$12.6 Million
0.89% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
245,332
shares
|
$12.3 Million
9.92% of portfolio
|
Q4 2025
Added 4.89%
|
|